Josh McDaniel
Client Relationship Associate
About Josh
Josh McDaniel, client relationship associate with Team Ward at William Blair, is responsible for client service, money movement, and account opening and ongoing maintenance. He has more than 10 years of experience in client service roles at First Republic Bank, Wells Fargo Bank, and Regions Mortgage. Josh has an M.B.A. with a focus on strategic management from the University of the Southwest and an M.A. in teaching of languages – Spanish (MATL) and a B.A. in Spanish from the University of Southern Mississippi. Josh lives in Walnut Creek and enjoys reading, watching movies, and video games.About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.